What are the responsibilities and job description for the Product Manager, Portfolio Management System (PMS) position at Corient Private Wealth LLC?

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Location : Chicago, Illinois or Miami, Florida

Overview

We are seeking an experienced Product Manager to oversee and enhance the tools and systems supporting portfolio management and reporting for our private wealth clients. This individual will play a pivotal role in managing the configuration, optimization, and roadmap for portfolio management platforms such as Addepar or similar systems. The ideal candidate will have a strong background in private wealth management and expertise in financial technology solutions.

Key Responsibilities

Platform Ownership :

Oversee the day-to-day operations, configuration, and enhancements of portfolio management platforms to align with business and client needs.

Develop and maintain the product roadmap to drive continuous improvement and operational efficiency.

Stakeholder Collaboration :

Partner with wealth advisors, portfolio managers, and operations teams to gather insights and translate their needs into platform improvements.

Act as the central point of contact for all portfolio management-related technology requests, including troubleshooting and support.

Platform Enhancements :

Define and document technical requirements for portfolio management tools, workflows, and reporting capabilities.

Collaborate with engineers, vendors, and third-party development teams to design, implement, and test new solutions.

User Training and Support :

Develop and deliver training materials to ensure users are proficient with the platform and maximize its capabilities.

Promote platform adoption by driving best practices and maintaining consistent product usage.

Performance and Reporting :

Monitor the performance of portfolio management systems, identifying opportunities for optimization and innovation.

Leverage tools to streamline client reporting and enhance the overall client experience.

Key Skills

Ability to translate business needs into scalable technology solutions.

Strong project management and organizational skills, with the ability to lead cross-functional initiatives.

Exceptional communication skills, both written and verbal, to engage with stakeholders across various levels.

High attention to detail and commitment to accuracy and consistency.

Analytical and problem-solving mindset, with a focus on delivering measurable results.

Qualifications

Required Experience :

Proven experience with portfolio management tools (e.g., Addepar) or similar private wealth technology platforms.

Background in private wealth management or financial services, with a focus on portfolio reporting and operational tools.

Familiarity with adjacent technologies such as Salesforce, DocuSign, and / or CRM systems.

Proficiency with enterprise tooling, such as Jira, Confluence, and Microsoft Suite.

Preferred Experience :

Knowledge of advisory operations, client servicing, DevOps, or QA processes.

Experience leading technology projects in the private wealth industry, from requirements gathering to implementation.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Physical Requirements

This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

This position may require the ability to lift up to 15 pounds.

This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

Must be 18 years of age or older.

Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.

Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through :

401(k) Plan with Employer Matching

Four Medical Plan options that is generously subsidized by Corient

Employer paid Dental, Vision & Life and AD&D Insurance

Employer paid Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health Savings Accounts

Dependent Care FSA

Commuter & Transit FSA

Corporate Discount Program - Perkspot

Training Reimbursement

Paid Professional Designations

Giving back to the community - Volunteer days

Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

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Product Manager, Portfolio Management System (PMS)

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